SFP
DFUS

Sterling Financial Planning’s Dimensional US Equity ETF DFUS Stock Holding History

Sterling Financial Planning’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$848K Sell
10,355
-66
-0.6% -$5.22K 0.23% 57
2026
Q1 		$739K Buy
10,421
+12
+0.1% +$889 0.22% 57
2025
Q4 		$772K Sell
10,409
-236
-2% -$17.3K 0.23% 57
2025
Q3 		$771K Sell
10,645
-53
-0.5% -$3.69K 0.24% 56
2025
Q2 		$717K Buy
10,698
+575
+6% +$35.6K 0.24% 58
2025
Q1 		$612K Buy
10,123
+1,087
+12% +$69.5K 0.22% 62
2024
Q4 		$576K Sell
9,036
-137
-1% -$8.78K 0.21% 66
2024
Q3 		$571K Buy
9,173
+753
+9% +$45.1K 0.21% 68
2024
Q2 		$496K Buy
8,420
+4,255
+102% +$242K 0.2% 69
2024
Q1 		$237K Buy
+4,165
New +$225K 0.1% 99

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Sterling Financial Planning's DFUS Position: Q2 2026 in Review

Sterling Financial Planning reduced its Dimensional US Equity ETF (DFUS) stake by 0.63% in Q2 2026, selling an estimated $5.22K and leaving 10,355 shares worth $848K. The position accounts for 0.23% of the portfolio, ranked #57.

Sterling Financial Planning first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Sterling Financial Planning held 10,355 shares of Dimensional US Equity ETF worth $848K as of Q2 2026.
  • Sterling Financial Planning sold 66 Dimensional US Equity ETF shares in Q2 2026, an estimated $5.22K.
  • Dimensional US Equity ETF made up 0.23% of Sterling Financial Planning's portfolio in Q2 2026, its #57 holding.
  • Sterling Financial Planning first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.